Heritage Wealth Management, Inc. First Trust Enhanced Equity Income Fund Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in First Trust Enhanced Equity Income Fund stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 57,042 shares of FFA stock, worth $1.17 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
57,042
Previous 57,042
-0.0%
Holding current value
$1.17 Million
Previous $1.14 Billion
2.19%
% of portfolio
0.38%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding FFA
# of Institutions
68Shares Held
6.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.52MShares$31.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA601KShares$12.3 Million0.0% of portfolio
-
Exeter Financial, LLC530KShares$10.8 Million4.86% of portfolio
-
Guggenheim Capital LLC Chicago, IL357KShares$7.3 Million0.05% of portfolio
-
Invesco Ltd. Atlanta, GA293KShares$5.98 Million0.0% of portfolio
About FIRST TRUST ENHANCED EQUITY INCOME FUND
- Ticker FFA
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- First Trust Enhanced Equity Income Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Chartwell Investment Partners, L.P. It invests in public equity markets of the United States. The fund seeks to invest in stocks of companies operating across the diversified sectors. It invests...